Canopy Knowledge Base

Create a bulk task

Published July 1st, 2021 by Avery Simmons

You can save time and create a task for multiple contacts all at once by creating a bulk task. To get started, click Contacts on the global navigation bar. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work; Generic Tasks 1. Select Contact list from the slide-in menu. 2. Click the checkboxes in-line with each contact you wish t

Send Bulk Emails

Published July 4th, 2021 by Avery Simmons

Occasionally you may need to send emails to more than one person at once. Sending bulk emails can be convenient when sending document reminders, tax legislation updates, annual newsletters, etc. Canopy makes sending bulk emails convenient and efficient. Roles/permissions: Roles: Admin Permissions: Bulk E-mail Sending Emails in Bulk To send emails t

Complete a Fillable PDF on Mobile

Published January 10th, 2022 by Avery Simmons

Fillable PDF files stored in Canopy can be completed on the mobile app. You clients can also complete fillable PDF files on the Client Portal app. All changes and edits made to fillable PDFs on mobile will be saved automatically and reflected on the web app. Permissions: Access to the fillable PDF file in Canopy 1. Locate a relevant fillable PDF fi

Create Service Items

Published June 30th, 2021 by Avery Simmons

Service items automatically set the billing rate and other information on invoices. By adding service items for each service your practice offers, you will be able to efficiently invoice your clients for the services rendered. To get started, click on Your Profile on the global navigation bar. Roles/permissions: Roles: Admin Permissions: Billing and

Engagement and Collections Analytics

Published July 1st, 2021 by Avery Simmons

In order to view an accurate amount of federal taxes owed, the client survey must be complete. Roles/permissions: Roles: Any Permissions: Engagements 1. Click Tasks on the global navigation bar. A panel will slide in from the left. 2. Click Engagements on the slide-in menu. 3. Click on an engagement name. 4. Select Collections in the Work column.

Add a Date to a Task

Published July 1st, 2021 by Avery Simmons

You can add a start date, due date, or custom date by utilizing a task's tools. To get started, click Add a tool in the tool's box of a relevant task. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work; Generic Tasks 1. Choose Date from the dropdown menu. 2. Select a date type. If needed, input a Custom date type. Click the Plu

Create a Letter Template

Published September 15th, 2021 by Avery Simmons

Letter templates make it easy to save commonly sent letters and use them whenever you send engagements to your firm's clients. To get started, click on Templates on the global navigation bar. 1. Choose Letter on the slide-in menu.

Archive a Folder

Published June 30th, 2021 by Avery Simmons

Folders can be archived to declutter your workspace and remove folders that are no longer needed. Be aware that archiving a folder archives all of the files in the folder as well. To get started, click Contacts on the global navigation bar. Search for a contact on the slide-in menu, or continue to the Contacts List to select a contact. 1. Select the

Send an eSign Request for a Notice File

Published July 2nd, 2021 by Avery Simmons

After Uploading a docx file and editing it, users can send an eSign request for the docx file from within the notice workspace. To get started, navigate to a relevant Notice. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work 1. Click the Options menu in-line with an attached .docx file. You can also select a .docx file attac

October 2021

Published November 5th, 2021 by Avery Simmons

Release Notes for October 2021 These release notes are meant to give an overview of new features and/or enhancements launched in the month of October. What's New for Practice Management Hide the Billing Tab in the Client Portal Description: You can now toggle the Billing Tab on the client portal, preventing your clients from using the Billing Tab. E

July 2020

Published July 4th, 2021 by Avery Simmons

Canopy First Look is an exciting, customer-focused webinar designed to give our users an inside look at Canopy’s latest features as well as sneak peeks of the future-state Canopy’s team is building. Client Management Empower your team to connect with your clients using Canopy’s client management tools. Staying updated, managing active contacts, and

Enter Practitioner Details

Published July 4th, 2021 by Avery Simmons

Occasionally you will need to add your practitioner information to a form. Save your information in Canopy so it displays correctly every time. To get started click on your profile. Roles/permissions Roles: Any Permissions: Basic 1. Choose Settings on the pop-out menu. 2. Click Edit Practitioner Details. 3. Edit any fields that need updating, exampl

Complete a Fillable PDF

Published December 21st, 2021 by Avery Simmons

Your accountant may send you fillable PDF documents to complete as part of a client request. Fillable PDFs can be filled out within the Client Portal and be seamlessly returned to your accountant with all of the completed information. All client requests, including those containing fillable PDFs, will show up on your To-do list and are indicated by

Update tasks from the tasks list

Published July 1st, 2021 by Avery Simmons

You can update tasks from the task list without opening the task. To get started, click Tasks on the global navigation bar. Choose Task list from the slide-in menu. Roles/permissions: Roles: Any Permissions: Access to the specific task. 1. Click the status of a task. A dropdown will appear with a list of statuses to choose from. If needed, create yo

Filter the Activity Log

Published June 30th, 2021 by Avery Simmons

The Activity Log can be filtered according to Activity type, Item, Action taken, Action taken by, Date, or Contact. To get started, click on your Profile on the global navigation bar. Roles/Permissions: Roles: Admin Permissions: Activity Log 1. Choose Activity Log from the pop-out menu. 2. To filter by Activity type, click Activity type. Select any

Add Files to a Task

Published July 1st, 2021 by Avery Simmons

Uploading a File You can add new or pre-existing files to a task in Canopy. To upload a new file to Canopy, click New file from the Tools drop-down menu. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work; Generic Tasks 1. Click Upload in the slide-in panel. 2. Select a file from your computer to upload. You can also drag and d

Merge Files to a New PDF

Published July 1st, 2021 by Avery Simmons

Multiple files of different formats can be merged and converted to a single PDF with just a few quick clicks in Canopy. Files can be merged from anywhere you store files in Canopy. To get started, navigate to where you have stored the files to be merged. You can choose between My Files, Contact Files, Internal Files, or the Files tab on an individua

Assign Team Members to a Client

Published July 2nd, 2021 by Avery Simmons

You can assign team members to individual clients or to multiple clients. For more information, refer to the Assign Team Members to Multiple Clients article. Assign individual team members to individual Contacts from the client profile. Start this process by clicking on a Contact in the Contact List. Roles/permissions: Role: Admin Permissions: Team

Add Third-Party Links and Schedulers to the Client Portal

Published July 2nd, 2021 by Avery Simmons

You can add third-party links to the client portal to help connect your clients to appointment schedulers, your company's website, or any other relevant site. To get started, navigate to your Settings in Canopy. Roles/permissions: Roles: Admin Permissions: Custom Branding 1. Click on Custom Branding in the left-side column. 2. Locate the Custom Lin

Select a Custom Branding Color

Published June 30th, 2021 by Avery Simmons

Your selected color will enhance your practice's Client Portal, emails, and invoices sent out from Canopy. You can customize your branding color by either selecting from a set of pre-loaded choices or entering specific hex numbers. To get started, click on your profile on the global navigation bar. Roles/permissions: Roles: Admin Permissions: Custom

Move Files

Published July 1st, 2021 by Avery Simmons

Moving files is useful for transferring files to different folders within a contact, Internal Files, or My Files. To get started, click Files on the global navigation bar and choose Contact, Internal, or My Files. Permissions: Upload, Move, & Organize Files; Internal Files; Contact Files 1. Locate and select the file you wish to move. Search for

Add Time Entries to an Invoice

Published June 30th, 2021 by Avery Simmons

You can add time entries to an invoice by navigating to the Time Entries screen. To get started, navigate to a contact in Canopy. License/permissions: License: Workflow and Advanced Reporting Permissions: Create, Edit, and Assign Work; Time; Billing 1. Click on the Time Entries tab. 2. Click on the Saved Time tab. 3. Click the checkbox in-line with

Send a Bulk Client Organizer

Published December 10th, 2021 by Avery Simmons

Send a Bulk Organizer to Your Clients Organizers can be sent out to clients in bulk from the contact list. Sending organizers in bulk eliminates the tedium and time-drain of individually sending each client the organizer. To get started, navigate to the Contact List in Canopy. In-App Guide: You can follow an in-app guide to Send a Bulk Organizer by

Add a Connection to a Contact

Published October 20th, 2021 by Avery Simmons

Spouse, dependent, and important contact information can be added to a primary contact. Adding connections to a primary contact allows practitioners to quickly and easily find and view spouse, dependent, or important contacts from within a primary contact. Additionally, connections can be marked as Inactive contacts in order to hide them from the co

Removing a Folder Template

Published July 1st, 2021 by Avery Simmons

You may want to remove a folder template when you know that you will no longer need to use that template. To get started, click Templates on the global navigation bar. Roles/permissions: Roles: Admin Permissions: Folder Templates 1. On the slide-in menu, click Folder. 2. Click the Delete icon in-line with an applicable folder template. The deleted t

Apply Client Request Templates

Published July 1st, 2021 by Avery Simmons

Client request templates can be made to automate your firm's client requests. Once created, client request templates can be used when Creating a Client Request. Client request templates can also be added to task templates. This article will detail how to create, edit, and delete a client request template. To get started, click on Templates on the gl

Add Forms to a Notice

Published July 2nd, 2021 by Avery Simmons

Forms can be added, edited, printed, and downloaded from directly within the notice workspace. To get started, navigate to a relevant Notice in Canopy. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work Please note: Selecting a form from the Collections folder requires a collections case to be activated. Once a collections cas

View Bulk Email History

Published July 4th, 2021 by Avery Simmons

Keep track of who sent bulk emails and when with a review of your bulk email history. If a bulk email was sent in error, you can also stop an email while it is in progress. Roles/permissions: Roles: Admin Permissions: Bulk E-mail Finding Bulk Email History Keep in mind that only an Admin user of Canopy can access bulk email history. You can access t

Show Files on Your Client's Portal

Published August 19th, 2021 by Avery Simmons

Files stored in a Client's record are not automatically visible on their portal. To make files visible in the client portal, you must manually select each file. This is to help ensure that only the files your client needs to see populate their portal. You can choose to navigate to a client's files via their client record, or via the Files tab on the

Start a timer from the task workspace

Published July 1st, 2021 by Avery Simmons

The timer can be started from directly within the task workspace. This feature allows for a more streamlined and intuitive use of the timer in Canopy. To get started, navigate to the Task workspace for a relevant task. 1. View the amount of time logged for the selected task in the top right corner. Only Saved time entries will be included in the Tim

Purchase Additional Practice Management Contacts

Published July 2nd, 2021 by Avery Simmons

You can purchase additional contacts for your practice management license from directly within Canopy's account settings. Additional contacts can only be purchased in increments of 50. To get started, navigate to the Settings page from your profile on the global navigation bar. Roles/permissions: Roles: Admin Permissions: Account Management 1. Click

Create a Task from the Global Inbox

Published July 1st, 2021 by Avery Simmons

New tasks can be created from directly within an email in the global inbox. Some of the task's information fields will pre-fill using the information from the email, such as the Task Name, Contact, and Email fields. Tasks that are created from an email in the global inbox will have the email attached so that users can quickly access the email while

Engagements | FAQ

Published September 3rd, 2021 by Avery Simmons

This is a list of our most frequently asked questions about Engagements. What is an engagement? An engagement enables you to send your client the Client Survey, generate forms, send engagement letters, and complete other functions dealing with your client's tax resolution case. For example, to complete a Power of Attorney form in Canopy, an engageme

Getting to know the Productivity Dashboard

Published June 30th, 2021 by Avery Simmons

The Productivity Dashboard provides an overview of hours spent working on tasks. From the dashboard users can quickly locate Active or Completed, view relevant time entries, edit budgeted time, and filter tasks by date or contact. To get started, click Time on the global navigation bar. Permissions Permissions: Productivity Dashboard 1. Choose Produ

Add additional CAF Numbers to your Account

Published November 10th, 2021 by Avery Simmons

Multiple CAF numbers can be assigned to a single account, allowing you to select which CAF number to use when pulling a transcript. To get started, navigate to your Settings in Canopy. 1. Ensure that you are on the Profile page located on the left-side column. The profile page is the default page loaded when you navigate to your settings. 2. Click E

Client Portal Settings

Published July 4th, 2021 by Avery Simmons

You can update your contact information, time zone, and password in your Client Portal account settings. To get started, log in to your Client Portal account. 1. Click on your Profile name in the bottom left. 2. Click User settings on the popout menu. 3. Update the information in any of the provided fields. Available fields to change include: First

Create a Task from the Mobile Dashboard

Published October 1st, 2021 by Avery Simmons

Create a Task from the Mobile Dashboard Tasks can also be created on the dashboard tab on Mobile. To get started, log in to the mobile app. 1. Select the Dashboard tab. The dashboard tab opens by default when you log in. 2. Tap the Global Add Button. 3. Tap Task to open the Create Task card. 4. Enter a Task Name. 5. Tap Apply template to apply a tem

Update Company Information

Published July 4th, 2021 by Avery Simmons

Fill out your company’s contact information in your account settings. This information will appear on invoices, receipts, and statements. To get started, click on your profile on the global navigation bar. Roles/permissions: Roles: Admin Permissions: 1. Choose Settings on the pop-out menu. 2. Click Company. 3. Enter your company’s address, phone nu

Customize your Domain Name

Published July 2nd, 2021 by Avery Simmons

Admin users can customize the domain name for your practice's client portal. Customizing the domain name for your client portal site will display [your domain].clientportal.com, letting your clients know they are accessing your customized site. To get started, click on your profile on the global navigation bar. Roles/permissions: Roles: Admin Permis

Use the Global Inbox

Published July 1st, 2021 by Avery Simmons

Canopy's Global Inbox brings all of your emails into the Canopy app to help speed up your workflow and eliminate the need to have multiples windows open at once. Within the global inbox, you can read, delete, archive, and reply to all of your emails. You can also send emails to your Canopy contacts and attach Canopy files to your composed emails. To

October 2020

Published July 4th, 2021 by Avery Simmons

Canopy First Look is an exciting, customer-focused webinar designed to give our users an inside look at Canopy’s latest features as well as sneak peeks of the future-state Canopy’s team is building. Client Management Empower your team to connect with your clients using Canopy’s client management tools. Managing client files and tracking time have ne

Reset a Forgotten Password

Published July 4th, 2021 by Avery Simmons

If at any time, you forget your Canopy password, you can reset it with ease. To get started, navigate to the Canopy login screen. If you are unable to reset your password, feel free to contact our support team at support@canopytax.com. 1. Click Forgot your password? 2. Type in your Email in the field provided. 3. Check the I’m not a Robot reCaptcha

View Bulk Email History

Published July 1st, 2021 by Avery Simmons

Keep track of who sent bulk emails and when with a review of your bulk email history. If a bulk email was sent in error, you can also stop an email while it is in progress. Roles/permissions: Roles: Admin Permissions: Bulk E-mail Finding Bulk Email History Keep in mind that only an Admin user of Canopy can access bulk email history. You can access t

January 2021

Published July 4th, 2021 by Avery Simmons

Canopy First Look is an exciting, customer-focused webinar designed to give our users an inside look at Canopy’s latest features as well as sneak peeks of the future-state Canopy’s team is building. Canopy Professional Features File Editing Goal: Allow users to streamline the process of updating files in Canopy. Canopy's Desktop Assistant will show

Invoices Dashboard Overview

Published June 30th, 2021 by Avery Simmons

The Invoices Dashboard will display the YTD Revenue and Outstanding Invoices charts as well as dollar amounts for total invoices past due and total dollar amount outstanding. To get started, click Billing on the global navigation bar. 1. Choose Invoices from the slide-in menu. 2. YTD Revenue will show you how much revenue your practice has brought i

Using Client Request Templates

Published October 1st, 2021 by Avery Simmons

Client request templates can be made to automate your firm's client requests. Once created, client request templates can be used when Creating a Client Request. Client request templates can also be added to task templates. This article will detail how to create, edit, and delete a client request template. To get started, click on Templates on the

Send a Client Survey

Published July 1st, 2021 by Avery Simmons

A survey can only be sent after an engagement has been created. For help, refer to the Create Engagements article. Delete In-App Guide: You can follow an in-app guide to send a survey by clicking here . Roles/permissions: Roles: Any Permissions: Engagements 1. Click Contacts in Canopy. 2. Click Contacts List. Alternatively, you can search for a s

Purchase Knowledge-based Credits (KBA) for eSign

Published July 1st, 2021 by Avery Simmons

You can view your knowledge-based (KBA) credits balance and purchase more credits from the Subscription tab in Settings. To get started, click on your profile in the global navigation bar. Roles/permissions: Roles: Admin Permissions: Account Management 1. Choose Settings from the pop-out menu. 2. Select Account Management. 3. To view your remaining

Send an eSign request to Clients

Published July 1st, 2021 by Avery Simmons

After adding the signature field, you will need to send the eSignature request to your client. To get started, you will need to have already added a signature field to a file. Delete In-App Guide Launch an in-app guide to help Send an eSign Request by clicking here . 1. Click Send request on the file preview screen. 2. Edit the title of the reque

View a Completed Survey

Published July 1st, 2021 by Avery Simmons

Once a survey has been completed, you can view the results. Roles/permissions: Roles: Any Permissions: Engagements 1. Click Tasks on the global navigation bar. A panel will slide in from the left. 2. Select Engagements from the slide-in menu. Click on an Engagement Name. 3. Click Client Survey in the Work column. 4. Click on an Engagement Name. 5.

Navigate the Payments Dashboard

Published June 30th, 2021 by Avery Simmons

The Payments Dashboard will only display for users who have enrolled in Canopy Payments. If you have not enrolled in Canopy Payments, you will will not see these charts. To get started, click Billing on the global navigation bar. Roles/permissions: Roles: Any Permissions: Payments; Create, Edit, & Send Payments 1. Choose Payments from the slide-

Save client payment information

Published June 30th, 2021 by Avery Simmons

Managing payments in Canopy through the Billing feature allows you to better track invoices and clients' billing information. Your client's payment information can be saved in Canopy from the Contact Profile. Saving payment information is available for customers enrolled in Canopy Payments. To get started, select a contact in Canopy. Roles/permissio

Apply a Billing Credit to an Invoice

Published October 6th, 2021 by Avery Simmons

After you Create a Billing Credit‍, you can apply the credit to an invoice associated with the assigned contact. To get started, navigate to the Credits dashboard. 1. Click on the Credit # of a relevant billing credit. 2. Click the Add to invoice button. Alternatively, you can Void or Refund the credit by clicking the More button. If needed, edit

Preview a File

Published July 1st, 2021 by Avery Simmons

The file preview screen allows you to preview any file in Canopy, zoom and pan around the file, search the file's text, and print, download, or make the file visible to clients. To get started, navigate to a file in Canopy. Any file can be uploaded to Canopy, however, only the following file types can be viewed in Canopy's file previewer: .bmp .csv

Enter Payments

Published June 30th, 2021 by Avery Simmons

Managing payments in Canopy through the Billing feature allows you to better track invoices and clients' billing information. This article will cover the process of entering payments into Canopy. Payments can be entered manually or processed using Canopy Payments. To get started, click the Global Add icon. Roles/permissions: Roles: Any Permissions:

Create a custom email signature

Published June 30th, 2021 by Avery Simmons

Canopy users can create a custom email signature that will be applied to all emails sent by that user in Canopy. This signature can be customized to include text, pictures, links, and lists. If you haven't already, be sure to Connect an Email Account . To get started, click on your profile on the global navigation bar. 1. Select Settings on the p

December 2018

Published July 4th, 2021 by Avery Simmons

Release Notes December 2018 These release notes are meant to give an overview of new features and/or enhancements launched in the month of December. What's New for Canopy Bulk Contact Import Enhancements Description: Previously, tags or marketing sources in a .CSV file that did not match with anything already entered into the system would cause the

Edit a Task on a Notice

Published July 2nd, 2021 by Avery Simmons

To get started navigate to a Contact in Canopy. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work 1. Click on Tasks in the contact profile. 2. Select the notice. 3. Click the options menu in-line with a relevant task. 4. Choose Edit. 5. Edit the Task Name or Description by typing directly into the field. 6. Click the Due Date

Pin a Task on the Task List

Published July 1st, 2021 by Avery Simmons

Pinning tasks allows you to organize your tasks, and keep important tasks at the top of your task list for easy access. Roles/permissions: Roles: Any Permissions: Work 1. Click Tasks on the global navigation bar. A new panel will slide in from the left. 2. Choose Task List from the slide-in panel. 3. Click on the pushpin icon to the left of a task

Canopy Security | FAQ

Published July 2nd, 2021 by Avery Simmons

What security measures are taken to keep client data secure? Canopy is committed to the security of your data and has an audited SOC2 report available upon request. What storage services are used to keep client data secure? Canopy uses 128-bit encryption to secure personal information for information entered both in Canopy and in the Client Portal.

Assign Team Members to multiple Clients

Published July 2nd, 2021 by Avery Simmons

To assign a team member to multiple clients, you will need to be an admin user. If you are not an admin user in Canopy, your account settings will not show any Team Members options. For more information about admin permissions, refer to the Team Member Permissions article. For information on how to assign a team member to an individual client, refer

Change the timer rounding settings

Published June 30th, 2021 by Avery Simmons

The timer will default to rounding to the nearest minute. The timer rounding setting can be changed in your profile settings. To get started, click on your profile on the global navigation bar. 1. Choose Settings from the pop-out window. 2. Click on the dropdown menu in-line with Time Entries 3. Select the desired rounding option. Depending on the o

Set Default Invoice Settings

Published June 30th, 2021 by Avery Simmons

Many of the Invoice default settings can be customized in Canopy to speed up your invoicing process by eliminating the repetition of setting up the perfect invoice. To get started, navigate to your Settings in Canopy. Roles/permissions: Roles: Admin Permissions: Settings; Billing and Payments 1. Select Billing Settings from the left-side column. 2.

Filter and Group the Contacts List

Published August 25th, 2021 by Avery Simmons

The contact list can be filtered by Active status, Full Name, Contact Type, Birthday, Created On, Business Type, Tags, or Custom Fields. After creating various filter, you can save the filters and save your tag filters to a group to make finding specific clients even easier. To get started, click Contacts on the global navigation bar. Permissions: P

Pull a Client Transcript

Published July 1st, 2021 by Avery Simmons

In order to request a transcript, you will need to input your IRS e-Services login information and have a Power of Attorney registered with the IRS in advance. Without registering for two-factor authentication with the IRS, you will not be able to complete this process. Additionally, you will need to set up Canopy to work with your IRS account. Plea

Enroll in Canopy Payments

Published August 10th, 2021 by Avery Simmons

Managing payments in Canopy through the Billing feature allows you to better track invoices and clients' billing information. In order to process ACH and credit card payments through Canopy, you will need to enroll in Canopy Payments. If you do not wish to use Canopy Payments, you are free to use a third-party payment processor outside of Canopy and

Enable the time entry Duration Calculator

Published June 30th, 2021 by Avery Simmons

The time entry duration calculator allows you to edit the start and end time of time entries. If the duration calculator is not enabled, you will only be able to edit the total duration of a time entry. To get started, click on your profile on the global navigation bar. 1. Choose Settings from the pop-out menu. 2. Click on the dropdown menu in-line

July 2020

Published July 4th, 2021 by Avery Simmons

Release Notes July 2020 These release notes are meant to give an overview of new features and/or enhancements launched in the month of July. What's New for Practice Management Client Request Templates Description: Canopy users can now create Client Request templates. Client Request templates will help to keep your firm's client requests consistent.

Add a Transcript to a Notice

Published July 2nd, 2021 by Avery Simmons

Permissions: Permissions: Work, Transcripts 1. To add a transcript to a notice, click the + icon in the Transcripts box on the right. The e-services panel will slide in from the right. 2. Fill out all the necessary information for the fields listed on the slide-in panel. 3. Click Request IRS transcript. For more information on pulling a transcript

Send Bulk Emails

Published July 1st, 2021 by Avery Simmons

Occasionally you may need to send emails to more than one person at once. Sending bulk emails can be convenient when sending document reminders, tax legislation updates, annual newsletters, etc. Canopy makes sending bulk emails convenient and efficient. Roles/permissions: Roles: Admin Permissions: Bulk E-mail Sending Emails in Bulk To send emails t

Create a Work In Progress report

Published June 30th, 2021 by Avery Simmons

You can create reports for any Work In Progress you have with a client. WIP reports can then be added to invoices, allowing you to bill clients at any time while working on a project rather than only once the project is complete. Roles/permission: Roles: Admin Permissions: Reports 1. Click Time on the global navigation bar. 2. Select WIP Report from

Grant Clients Access to a Completed Survey

Published July 1st, 2021 by Avery Simmons

After a survey has been completed, you are able to send it back to the client to have them make any necessary changes. To get started, navigate to an engagement with a client survey. Roles/permissions: Roles: Any Permissions: Engagements 1. Click Client Survey in the left-side column. To adjust Client Survey settings, click Survey Options on the Cl

Save email attachments

Published July 1st, 2021 by Avery Simmons

You can preview and save files sent to you via email into Canopy without having to download the file to your computer. To get started, navigate to a contact who has previously sent an email attachment to you. 1. Select Communications on the Contact Profile. 2. Click on the attachment sent to you from the client. 3. Click on the Save to Canopy Files

Add a fixed date to Tasks

Published July 1st, 2021 by Avery Simmons

There are two date types that we can create in Canopy. Either a relative date or a fixed date. A fixed date is a static date based solely on the calendar selection. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work; Generic Tasks 1. Click the Global Add Icon on the global navigation bar. A new panel will slide in from the left

Create New Filter Views on the Task List

Published November 19th, 2021 by Avery Simmons

Create New Filter Views using only the Task List Filter views allow for fast and easy navigation of the task list to better find the work you need and make your work process more efficient. To get started, navigate to the Task List in Canopy. Delete Best Practice Tip: Creating new filter views is most easily done by editing a current filter view and

Customize your Welcome Message

Published June 30th, 2021 by Avery Simmons

You can customize the welcome message that displays when your clients access the Client Portal. Roles/permissions: Roles: Admin Permissions: Custom Branding 1. Click your profile on the global navigation bar. 2. Choose Settings in the pop-out menu. 3. Click Custom Branding. 4. Click the Welcome Message toggle to turn the welcome message on. A gre

Upload a file on Client Portal Mobile

Published November 4th, 2021 by Avery Simmons

Upload a File on Mobile Files can be uploaded quickly and easily from directly within the Client Portal Mobile App. To get started, log in to the Client Portal App on your mobile device. 1. Tap on the Files tab. 2. Tap Add a file. 3. Choose from the available file upload options. Options include: Scan with camera , Add from photos, or Upload from

June 2021

Published July 4th, 2021 by Avery Simmons

Canopy First Look is an exciting, customer-focused webinar designed to give our users an inside look at Canopy’s latest features as well as sneak peeks of the future-state Canopy’s team is building.

Generate Engagement Letters

Published July 1st, 2021 by Avery Simmons

The letter generator feature in Canopy helps you quickly create the letters you use in your practice, including Engagement Letters, Transmittal Letters, IRS responses, Proposals, and more. You can create letter templates, reusable paragraphs, or start a letter from scratch. You are also able to quickly populate vital client information into the lett

Apply a Folder Template

Published June 30th, 2021 by Avery Simmons

Once a folder template has been created and saved in Account Settings, you can apply it to contacts from the Contacts Dashboard. 1. Click Contacts on the left-side navigation bar. A new menu will slide in. 2. On the slide-in menu, click Contact List. 3. Check the checkbox in-line with each contact you wish to include when applying the folder templat

Attach a File to a Notice

Published July 2nd, 2021 by Avery Simmons

Any existing files in Canopy can be added to a notice. To get started, navigate to a relevant Notice. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work 1. Click the + icon in the Files box. 2. Click the applicable option between Upload new or Existing file. 3. Select a file from your computer or from Canopy Files. A pop-up w

Edit Folder Templates

Published July 1st, 2021 by Avery Simmons

Folder templates can be edited at any time. Edited folder templates will not update any pre-existing folder templates that have already been applied to a client(s). License/permissions: License: Admin Permissions: Practice Management 1. Click Templates on the global navigation bar. A new panel will slide in from the left. 2. Choose Folder on the sli

Create Folders

Published June 30th, 2021 by Avery Simmons

Create new folders with options to limit access to yourself, your team, or to specific contacts. To get started, click Files in Canopy. 1. Click on the applicable option: Select Client Files to create a new folder inside a specific contact's folder. View the Managing Files section for more information. Select My Files to create a folder that only yo

Edit Task Information on the Client Record

Published July 1st, 2021 by Avery Simmons

Date, Priority, and Assignee fields can be edited in-line on the tasks tab of the client record. To get started, navigate to a relevant client's record in Canopy.. 1. Click on the Tasks tab in the contact profile. 2. Hide or show subtasks by clicking the associated link in the top right corner of the Tasks boxes. 3. Click on the Assignee(s) field to

Start a timer from the task workspace

Published June 30th, 2021 by Avery Simmons

The timer can be started from directly within the task workspace. This feature allows for a more streamlined and intuitive use of the timer in Canopy. To get started, navigate to the Task workspace for a relevant task. 1. View the amount of time logged for the selected task in the top right corner. Only Saved time entries will be included in the Tim

Duplicate a Folder Template

Published July 1st, 2021 by Avery Simmons

You may want to alter a current folder template slightly while still retaining the original folder template. This can be done by duplicating an existing folder template and altering the duplicated template. To get started, click Templates on the global navigation bar. Roles/permissions: Roles: Admin Permissions: Folder Templates 1. Choose Folder on

Toggle Display Names on Client Portal

Published January 20th, 2022 by Avery Simmons

Display names provide a way to show a client's preferred name while keeping their legal name on file. Display names can be toggled to show or hide on the Client Portal. To get started, navigate to your Settings in Canopy. Roles/permissions: Roles: Admin Permissions: Custom Branding 1. Select Custom Branding from the left-side column. 2. Scroll to Sh

Set up a shared email account

Published July 1st, 2021 by Avery Simmons

You have the ability to use shared email in Canopy. To get started, click on your profile on the global navigation bar. 1. Choose Settings on the pop-out menu. 2. Click Email & Calendar. This will open your Email & Calendar Settings 3. Select the Email you would like to make a Shared Account. 4. Click on the Share checkbox for the desired pe

Add a KBA Client Signature Field (eSign) to Files

Published July 1st, 2021 by Avery Simmons

Delete In-App Guide Launch an in-app guide to help Send an eSign Request by clicking here . Signature fields can be added for the practitioner and/or the client to a document located in the files section. To get started, select a Contact in Canopy. 1. Click on the Files tab in the client profile. 2. Right-click on a specific file. File types that

Using Labels with Gmail

Published December 8th, 2021 by Avery Simmons

Labels can be added, edited, assigned, and reassigned to emails in the global inbox. All updates made to email labels in the global inbox will update automatically and reflect on your Gmail account. Assign and Unassign Email Labels 1. Click on Inbox on the global navigation bar. 2. Open a relevant email from your inbox. 3. Click on the Add label ico

Add a Reminder to Tasks

Published July 1st, 2021 by Avery Simmons

Reminders notify you on a specified time interval to complete various steps of a task. To get started, navigate to the Task Workspace of a relevant task. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work; Generic Tasks 1. Click Add a tool in the tools box. 2. Choose Reminder from the dropdown menu. 3. Click Add reminder in the

Assign Product Licenses

Published July 2nd, 2021 by Avery Simmons

Once your team members have been invited to Canopy, you can assign specific licenses to each team member. Licenses are listed in separate tiles on the Subscriptions tab in Account Management for easy access. To get started, click on your profile in the bottom left. Roles/permissions: Roles: Admin Permissions: Account Management 1. Click Settings on

Add Client Request templates to Task Templates

Published July 1st, 2021 by Avery Simmons

Client request templates can be added to task templates to further streamline your workflow. When added to task templates, the client request template will quickly complete a necessary client request in sequence with the task template. To start adding a client request template to a task template, navigate to the task templates list. Info Staff use

Connect an email account

Published July 1st, 2021 by Avery Simmons

Once you connect your email account with Canopy, the emails you have sent to, and received from a client will be visible to everyone who has access to that client’s record. This client-specific, shared inbox experience provides you with a single location to view all email correspondence between your client and your practice. 1. Click on your profil

Customize your Logo Image

Published July 4th, 2021 by Avery Simmons

Your customized logo image will appear on the login page of your Client Portal as well as within the portal itself. Additionally, logo images can be included in emails and invoices sent from Canopy on behalf of your practice. To get started, click on your profile on the global navigation bar. Roles/permissions: Roles: Admin Permissions: Custom Brand

Set Internal Cost Rates for Team Members

Published July 2nd, 2021 by Avery Simmons

A team member's hourly rate and total salary can be set within the settings to help understand your firm's internal costs. To get started, navigate to your Settings in Canopy. Roles/permissions: Roles: Admin Permissions: Team Member Salary 1. On your own Profile, input either a Salary or an Hourly Rate. The other box will automatically update to re

Invite new team members to Canopy

Published July 2nd, 2021 by Avery Simmons

Inviting new team members to Canopy is as easy as sending an email. You can send the invite email from a specific client’s profile or from the settings menu. Roles/permissions: Role: Admin Permissions: Team Members In the Client Profile You can invite a new team member from a specific client profile by clicking on a Contact in the Contacts Dashboard

Assign Outlook Emails to Folders

Published December 8th, 2021 by Avery Simmons

You can move and assign your Outlook emails to different folders in the global inbox. All changes made in the global inbox will be reflected on your Outlook account. To get started, navigate to the Global Inbox using the global navigation bar. Assign Outlook Emails to a Folder 1. Select and open a relevant email. 2. Click on the Folder icon in the q

Create Custom Service Templates

Published July 1st, 2021 by Avery Simmons

Tax resolution users can create new Service Templates for use with engagements. To get started, click Templates on the global navigation bar. 1. Choose Tax Resolution Engagement from the slide-in menu. 2. Click Add a custom service. 3. Input a Service Name and a Service Description. 4. Click Create service. The template screen will load. The new se

Purchase Collections Cases

Published July 2nd, 2021 by Avery Simmons

You can view your Collections Case balance and purchase more collections cases on your Account Management Settings. To get started, click on your profile in the global navigation bar. Roles/permissions: Roles: Admin Permissions: Account Management 1. Choose Settings from the pop-out menu. 2. Select Account Management. 3. To view your remaining bala

Update Your Saved Filter Views

Published July 1st, 2021 by Avery Simmons

Saved filter groups can be updated at any time by navigating to the saved filter group in Canopy. To begin updating your saved filter groups, navigate to the Task List in Canopy. 1. Select a filter group from the Tasks Navigation Bar. 2. Click on a column header to apply a filter. 3. Click Apply Filter. 4. Repeat steps 2 and 3 as needed. 5. Click S

November 2021

Published December 3rd, 2021 by Avery Simmons

Release Notes for November 2021 These release notes are meant to give an overview of new features and/or enhancements launched in the month of November. What's New for Practice Management Filter Views on the Task List Description: The task list can now be quickly filtered according to your own, customized filter views. Filter views work best when s

Use the Task List

Published July 1st, 2021 by Avery Simmons

The tasks dashboard will show you the status, task name, task type, contact, date, date type and assignee(s) for each task created. Use the task list to filter or sort tasks, pin tasks, quickly update task details, and view subtask details. Roles/permissions: Roles: Any Permissions: Work 1. Click Tasks on the global navigation bar. A new panel will

Create a New Client Request

Published July 1st, 2021 by Avery Simmons

Canopy's client requests allow you to securely request and receive information and documents from your client. Use client requests to schedule automatic reminder emails, comment on the information your client sends you, and track the progress of each request. Send and receive as many requests as you need. In-App Guide You can follow an in-app walkth

Purchase Product Licenses

Published July 2nd, 2021 by Avery Simmons

You can purchase additional licenses for your Canopy subscription from directly within the Canopy's settings page. Only admin users with account management permissions are able to purchase, assign, and un-assign licenses from a user. To get started, navigate to the Settings page from your profile on the global navigation bar. Roles/permissions: Role

Review Invoices

Published July 4th, 2021 by Avery Simmons

The Client Portal can be used to quickly view the payment invoices sent by your accountant while on the go. Depending on what your accountant includes, your invoices can show how much you owe, an itemized breakdown of your balance, 1. Click the Billing tab. 2. Select an outstanding Invoice. You can also view and select from your paid invoices by cl

Sync your Canopy account with QBO

Published July 2nd, 2021 by Avery Simmons

Info Currently, only one team member can connect their firm to a QBO account. Generally, the administrator would connect their QBO account for all team members to connect with. Begin the Integration Sync and Sync your Contacts with QBO QuickBooks Online can be integrated with your Canopy account to help sync Contacts, Invoices, and Service Items be

Log in to different accounts

Published July 4th, 2021 by Avery Simmons

When switching between accounting firms who use Canopy, you are able to retain the same login information for the client portal. As long as the previous firm has not revoked access to the client portal, you will be able to access all of your documents from the previous firm as well as the documents and information for your new firm. To get started,

Restart your QBO Integration

Published July 2nd, 2021 by Avery Simmons

If you have previously connected your QBO account to Canopy, you can manually sync your QBO data to Canopy at any time. To get started, navigate to the Integrations page of your Canopy settings. Roles/Permissions: Roles: Admin Permissions: Manage Integrations 1. Click on the Options menu in the QBO box. 2. Select Restart Integration from the dropdow

Add a relative date to tasks

Published July 1st, 2021 by Avery Simmons

There are two date types that can be created in Canopy: a relative date or a fixed date. A relative date is a date that will initialize once an event has been triggered by the criterion set in the option fields. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work; Generic Tasks 1. Click the Global Add Icon on the global navigati

Annotate Files

Published July 1st, 2021 by Avery Simmons

Canopy files can be annotated directly within Canopy. Currently, annotations can only be seen by firm members and will not be visible to contacts. Annotations provide an excellent way to communicate with firm members and make any necessary notes on a file. To get started, navigate to open a relevant file's File Previewer. Info Annotations are part

December 2021

Published January 3rd, 2022 by Avery Simmons

Release Notes for December 2021 These release notes are meant to give an overview of new features and/or enhancements launched in the month of December. What's new for Practice Management Email sharing for team members Description: Emails that are connected to Canopy can be shared with designated team members in the Calendar and Email Settings. You

Create a Calendar Event

Published July 1st, 2021 by Avery Simmons

Calendar Events are a great way to set up a meeting between you, your clients, and your team members. Calendar events will be added to each participant's calendar, and can be viewed in your own calendar or on the calendar located at the bottom the contact profile. To get started, click on the global add icon in the global navigation bar. 1. Choose C

Use the Service Assistant

Published July 1st, 2021 by Avery Simmons

The service assistant will guide you step-by-step by asking questions tailored to your case and providing the best possible outcome. You can’t enable the service assistant without first creating an Engagement. Roles/permissions: Roles: Any Permissions: Engagements 1. On the global navigation bar, click Tasks. A new menu will slide in from the left.

Add a Note to a Notice

Published July 2nd, 2021 by Avery Simmons

Add notes to a Notice in order to document discussions with your client, the IRS, or to record other important details. To get started, navigate to a Notice in Canopy. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work 1. In the Notes box, click the + icon. 2. In the pop-up window, type a Note Title. 3. Add a note in the space

Explore the Notifications Center

Published July 4th, 2021 by Avery Simmons

If you have unread notifications, a small red dot will hover over your Canopy name. To get started, click on your profile on the global navigation bar. 1. Choose Notifications from the pop-out menu. This will open the Notifications screen. The number in the green dot in-line with the Notifications button will show your number of unread notificatio

Sync a calendar

Published July 1st, 2021 by Avery Simmons

In order to sync your calendar to Canopy, you will need to have either a Google email account or an Outlook email account. For more information on creating a new Google account, refer to Google’s help resources. For information on Outlook, refer to Microsoft’s resources. 1. Click on your profile on the global navigation bar. A new menu will pop out.

Log in to the Client Portal mobile app

Published July 4th, 2021 by Avery Simmons

In order to begin using the Client Portal, you will need to download the Client Portal app. Search for "Canopy Client Portal" in the Apple App Store or Google Play Store. Your accountant will send you an invite via email to join the Client Portal. Upon receiving this email, you will need to create a Canopy account. To get started, click Create accou

Create a Task

Published July 1st, 2021 by Avery Simmons

With this streamlined process, you can assign a task to a contact and add any number of team members to each task. You can also associate a task with a specific engagement and provide a detailed explanation of what needs to be done in the description field. You can create a task anywhere in Canopy. To get started, click the Global add icon. Roles/p

Remove the Billing Tab on the Client Portal

Published October 21st, 2021 by Avery Simmons

Although the billing tab is an extremely valuable tool for streamlining your workflow, some users (particularly those without Canopy Payments) may wish to remove the Billing Tab from the client portal. Removing the billing tab will remove all invoice and payment options from your client's portal, allowing you to send clients to a different billing s

Delete and archive engagements

Published July 1st, 2021 by Avery Simmons

Only existing engagements can be deleted. If you accidentally delete an important engagement, it can easily be restored. Roles/permissions: Roles: Any Permissions: Engagements 1. Click tasks on the global navigation bar. A panel will slide in from the left. 2. From the slide-in menu, click Engagements. 3. Click the in-line checkbox next to the re

Add a Custom Date Type to a Task

Published July 1st, 2021 by Avery Simmons

Custom dates can be added to each task created in Canopy. Any dates added can be assigned a custom Date Type to help you filter and organize your tasks on the task list. To add a new date with a custom date type to a task, first open a relevant Task in Canopy. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work; Generic Tasks 1.

Canopy Roadmap

Published July 4th, 2021 by Avery Simmons

This roadmap is meant to provide Canopy users with some insight into what updates our team is working on making available to you. The roadmap is roughly updated on a monthly basis. Practice Management Teams for Team Members Description: Admin users will be able to create Teams in Canopy to allow for better collaboration among team members in Canopy.

Set User Rates for Billing

Published September 9th, 2021 by Avery Simmons

Canopy allows you to set custom rates for each team member in Canopy. You can also set a default company rate. These rates can be applied to WIP reports and invoices for any time entries not associated with a specific service. To set a user's rate, navigate to your Settings in Canopy. Roles/Permissions: Roles: Admin Permissions: Settings - Billing a

August 2019

Published July 4th, 2021 by Avery Simmons

Release Notes August 2019 These release notes are meant to give an overview of new features and/or enhancements launched in the month of August. What's New for Canopy Canopy Mobile Enhancements Description: Mobile updates in August included: Invite to the Client Portal Optimized contact lists for firms with more than 10,000 contacts. Most recent sea

Complete a client survey

Published July 4th, 2021 by Avery Simmons

Your practitioner may send you a Client Survey to help speed up some necessary data collection. Client Surveys can be accessed via the To-do list on your client portal and are identified by an icon depicting a clipboard with a checkmark on it. To get started, log in to your Client Portal . 1. Click on the To-do tab. 2. Locate a Client Survey. Survey

Send a Fillable PDF as a Client Request

Published December 20th, 2021 by Avery Simmons

Please Note: Users who try to edit fillable PDF files using the MacOS Preview application may experience issues viewing those changes within Canopy. To avoid any issues, it is recommended that all fillable PDF files be completed within Canopy and the Client Portal. Customized fillable PDF documents can be downloaded from across the web or created on

Search for Contacts

Published October 29th, 2021 by Avery Simmons

Delete New Feature You can now search for a client's External ID in the contact search box. You can always search for contacts in Canopy on the contact list using Filters, but the fastest way to navigate to a client in Canopy is through the search bar on the Global Navigation Bar. To get started, click Contacts on the global navigation bar. 1. Click

Add links to Dashboards

Published July 4th, 2021 by Avery Simmons

Add commonly used links to each team member's main dashboard. To get started, click on your profile on the global navigation bar. Roles/permissions: Roles: Admin Permissions: Company Information 1. Choose Settings on the pop-out menu. 2. Click Company. 3. Click Links. 4. Click Add Link. 5. Enter a Link Name and URL in the fields provided 6. Click Sa

Customize Preset Task Templates

Published July 1st, 2021 by Avery Simmons

Canopy has a selection of preset task templates that can used and customized to help your practice operate more efficiently. To get started with preset task templates, click Templates on the global navigation bar. Roles/permissions: Roles: Admin Permissions: Task Templates Copying preset task templates 1. Click Task from the slide-in panel. 2. Selec

Add New Date Types

Published July 1st, 2021 by Avery Simmons

Custom dates can be added to each task created in Canopy. Any dates added can be assigned a custom Date Type to help you filter and organize your tasks on the task list. To add a new date with a custom date type to a task, first open a relevant Task in Canopy. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work; Generic Tasks 1.

Filter the Task List

Published July 1st, 2021 by Avery Simmons

You can sort or filter any column - your selections will persist even after you leave the app and come back. To get started, click Tasks on the global navigation bar. Choose Task list from the slide-in menu. Roles/permissions: Roles: Any Permissions: Work 1. Click the header of the column you wish to sort and filter. 2. Click on your preferred sort

January 2022

Published January 13th, 2022 by Avery Simmons

Release Notes for January 2022 These release notes are updated real time to give you an overview on Canopy's latest feature releases and bug fixes. What's New for Practice Management Print and Download Fillable PDFs Description: We've added some additional enhancements to our recent Fillable PDFs release. Users can now print or download fillable PDF

Create an engagement

Published July 1st, 2021 by Avery Simmons

Creating an engagement from the Contact Profile enables you to generate forms, send your client the Client Survey, send engagement letters, and complete other functions relating to your client’s tax resolution case. To get started, click Contacts on the global navigation bar and choose Contact list. Delete In-App Guide: You can follow an in-app guid

Reorganize Filter Views on the Task List

Published November 19th, 2021 by Avery Simmons

Filter views on the task list can be reorganized or deleted as needed to create a custom workspace that fits your workflow. To get started, navigate to the Task List from the global navigation bar. Roles/permissions: Roles: Any Permissions : Create, Edit, and Assign Work; Generic Tasks 1. Click on the Options menu in the top-right corner. 2. Select

September 2021

Published September 28th, 2021 by Avery Simmons

Canopy First Look is a quarterly webinar intended to give our clients a recap of what our team has been working on, as well as what new features they can expect in the upcoming months. Client Management Module Client Portal 2.0 Canopy’s Client Portal is recognized as one of the best in the biz! Now, we’ve made it even better. Our new, clean, and int

Update your Canopy Profile

Published July 4th, 2021 by Avery Simmons

Updating your Canopy profile information includes updating your username or password. To get started, click on your profile and choose Settings from the pop-out menu. 1. Update the Email field to change your Canopy username. 2. Input an new password in the Password and Confirm Password fields to update your password. Your old password will never sho

Create a Recurring Invoice

Published June 30th, 2021 by Avery Simmons

Recurring invoices can be set up to be sent automatically according to your own custom schedule. To get started, click on the Global Add Icon in Canopy. Delete In-App Guide You can follow an in-app guide to Create a Recurring Invoice by clicking here . Permissions: Permissions: Create, Edit, & Send Invoices; Invoices 1. Select Invoice from the s

Adding a Default Payment Method

Published July 4th, 2021 by Avery Simmons

You can update or add a default payment method that can be used to make purchases within Canopy. In order to purchase licenses or KBA credits, a default payment method must be assigned to your account. 1. Choose Settings from the pop-out menu. 2. Click Account Management in the left-side navigation bar. 3. Select Payment methods. 4. Click Add credit

Create Folder Templates

Published June 30th, 2021 by Avery Simmons

In order to assign a folder template to any contacts, you will need to first create the necessary folder templates. To get started, click the drop-down arrow in-line with your Canopy name. Roles/permissions: Roles: Admin Permissions: Folder Templates 1. Click Templates on the global navigation bar. A new panel will slide in from the left. 2. Choose

Use the Global Inbox

Published October 25th, 2021 by Avery Simmons

Canopy's Global Inbox brings all of your emails into the Canopy app to help speed up your workflow and eliminate the need to have multiples windows open at once. Within the global inbox, you can read, delete, archive, and reply to all of your emails. You can also send emails to your Canopy contacts and attach Canopy files to your composed emails. To

Create a Contact from the Global Inbox

Published July 1st, 2021 by Avery Simmons

New contacts can be added to Canopy directly from an email in the global inbox. To get started, open a relevant email inside the global inbox. 1. Click on the Add to Contacts icon located beside the sender's name. Canopy will attempt to pull what information it can from the email to pre-populate the Add Contact modal. You can also click on the dropd

Fill out a Fillable PDF | Practitioner

Published December 21st, 2021 by Avery Simmons

You can upload customized fillable PDF files to Canopy. Once uploaded, you can fill out the PDF in Canopy and all of your changes will be saved automatically. You can also Send a Fillable PDF as a Client Request to a client, or add a‍ fillable PDF to a Client Request Template‍ to implement fillable PDFs into your practice. To get started, upload a f

Navigate the Client Organizer

Published July 1st, 2021 by Avery Simmons

The Client Organizer allows practitioners to quickly gather and organize tax information from clients in one simple step. Complete the tax survey yourself or send it to your client to fill out themselves. Tax Organizer also allows you to conveniently upload any relevant tax documents to be stored on Canopy. Navigating the Client Organizer Roles/perm

View and Update eSign Tasks

Published July 1st, 2021 by Avery Simmons

Once an eSignature Request has been sent, a corresponding task is created in Canopy. To access the task, you must have sent an eSignature request first. To get started click View created task in the pop up window on the eSignature Request screen. Alternatively, you can search for the task by navigating to the Task list from the global navigation bar

Manage PDF Pages

Published July 1st, 2021 by Avery Simmons

Canopy has a selection of built in PDF manipulation tools to help you manage your PDF files stored in Canopy. With our PDF tools, you can rotate, delete, and move pages, as well as drag documents into the pages area to add them to the PDF. To get started, navigate to a PDF File in Canopy. 1. Double click on a PDF file to open Canopy's file previewer

September 2020

Published July 4th, 2021 by Avery Simmons

Canopy First Look is an exciting, customer-focused webinar designed to give our users an inside look at Canopy’s latest features as well as sneak peeks of the future-state Canopy’s team is building. Firm Management We understand you need features that will enable you to manage your firm in the most efficient way possible. With new templates availabl

Complete a Task on a Notice

Published July 2nd, 2021 by Avery Simmons

Each notice includes a set of prescribed tasks to walk you through the process of completing the notice. Each task will include helpful information. You can edit, assign, and add tasks as you need. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work 1. Click Contacts on the global navigation bar. A new panel will slide in from t

Customize your Logo Image

Published June 30th, 2021 by Avery Simmons

Your customized logo image will appear on the login page of your Client Portal as well as within the portal itself. Additionally, logo images can be included in emails and invoices sent from Canopy on behalf of your practice. To get started, click on your profile on the global navigation bar. Roles/permissions : Roles: Admin Permissions: Custom Bra

Create an Invoice

Published June 30th, 2021 by Avery Simmons

Creating an invoice in Canopy is simple and convenient. Time entries, services, and user rates can all be added to an invoice to best suit your needs. Invoices can be fully customized to show an itemized breakdown or a single-line invoice. For information about how to create a Recurring Invoice, follow the Create a Recurring Invoice article on the k

Set up Recurring Payments

Published September 9th, 2021 by Avery Simmons

Recurring Payments allow you to set a cadence of scheduled payments towards a client's recurring invoice. For help creating a Recurring Invoice, please refer to the provided knowledge base article. This guide will show you how to apply recurring payments using the global add button. To get started, click on the Global Add Button. Permissions Permiss

April 2019

Published July 4th, 2021 by Avery Simmons

Release Notes April 2019 These release notes are meant to give a quick overview to new features and/or enhancements launched in the month of April. What's New for Canopy Canopy Mobile Enhancements License/permissions: License: Any Permissions: Any Description: Canopy's Mobile team has been hard at work building useful enhancements for your mobile ex

February 2019

Published July 4th, 2021 by Avery Simmons

Release Notes February 2019 These release notes are meant to give a quick overview to new features and/or enhancements launched in the month of February. What's New for Canopy Enhancement to the Client Portal Manager License/permissions: License: Any Permissions: Admin Description: View all client portal users, their contacts, when the last invite w

August 2021

Published September 13th, 2021 by Avery Simmons

Release Notes for August 2021 These release notes are meant to give an overview of new features and/or enhancements launched in the month of August. What's New for Practice Management Task Profitability Report Description: A new report is available to show the total profit for each task created in Canopy using Time, Labor Cost, and Amount Billed. Le

Managing Files

Published July 2nd, 2021 by Avery Simmons

In order to manage files from Canopy Mobile, be sure you have paired your Canopy account with your preferred mobile device. Permissions: Files Searching Files Search for files in Canopy directly from your mobile device. To get started, log into the Canopy mobile app. Please Note: You must have access to the Contact to search for their files. 1. Tap

February 2021

Published July 4th, 2021 by Avery Simmons

Release Notes for February 2021 These release notes are meant to give an overview of new features and/or enhancements launched in the month of February. What's New for Practice Management Invoice Settings Description: You can now customize your invoice settings to ensure that each invoice functions the same. No more tweaking each setting every time

Navigating the Client Portal on Mobile

Published July 4th, 2021 by Avery Simmons

Once you have set up your preferences in the first login experience, you will be taken to the Home page of the app. 1. The Home page lets you see all of your accountant's contact information, tasks that have been requested by your accountant, and any recent files uploaded by you or your accountant. Click on any To Do or Recent Files to view them in

November 2019

Published July 4th, 2021 by Avery Simmons

Release Notes November 2019 These release notes are meant to give an overview of new features and/or enhancements launched in the month of November. What's New for Canopy New Notifications Center Description: The notification center got a new look and additional functionality. Learn More: Exploring the Notifications Center What's New for Practice Ma

January 2019

Published July 4th, 2021 by Avery Simmons

These release notes are meant to give a quick overview to new features and/or enhancements launched in the month of January. What's New for Canopy Bulk Client Portal Invite License/permissions: License: Any Permissions: Admin Description: The Client Portal manager allows admins to see who’s been invited to the Client Portal, when they last logged in

January 2021

Published July 4th, 2021 by Avery Simmons

Release Notes January 2021 These release notes are meant to give an overview of new features and/or enhancements launched in the month of January. What's New for Canopy Roles and Permissions Description: Canopy has new roles and permissions available to assign to team members. Free and Standard users will have access to 6 pre-made roles with pre-ass

February 2020

Published July 4th, 2021 by Avery Simmons

Release Notes February 2020 These release notes are meant to give an overview of new features and/or enhancements launched in the month of February. What's New for Practice Management Projects Description: Practitioners can now create projects to track and allocate time entries in relation to specified activities. Projects will allow practitioners t

November 2018

Published July 4th, 2021 by Avery Simmons

Release Notes November 2018 These release notes are meant to give an overview of new features and/or enhancements launched in the month of November. What's New for Practice Management AR (Accounts Receivable) Aging Reports License/permissions: License: Any Permissions: Billing Description: An accounts receivable aging is a report that lists unpaid c

October 2019

Published July 4th, 2021 by Avery Simmons

Release Notes October 2019 These release notes are meant to give an overview of new features and/or enhancements launched in the month of October. What's New for Practice Management Task Templates Enhancements License/permissions: License: Any Permissions: Admin Description: Admin team members can edit or delete task templates created by other admin

August 2020

Published July 4th, 2021 by Avery Simmons

Release Notes August 2020 These release notes are meant to give an overview of new features and/or enhancements launched in the month of August. What's new for Practice Management Client Requests in Task Templates Description: Canopy's preset task templates now include Client Requests. This inclusion will improve the functionality of the preset temp

September 2019

Published July 4th, 2021 by Avery Simmons

Release Notes September 2019 These release notes are meant to give an overview of new features and/or enhancements launched in the month of September. What's New for Canopy Canopy Mobile Enhancements Description: Mobile Virus Scan The virus scan will happen automatically when you attempt to upload a file to Contact Files, Internal Files, or My Files

October 2018

Published July 4th, 2021 by Avery Simmons

Release Notes October 2018 These release notes are meant to give an overview of new features and/or enhancements launched in the month of October. What's New for Canopy Custom Messages Description: When inviting a client or team member to create either a Canopy account or an account in the Client Portal, it’s very important the initial invitation is

April 2020

Published July 4th, 2021 by Avery Simmons

These release notes are meant to give an overview of new features and/or enhancements launched in the month of April. What's New for Practice Management Client Portal Mobile App Enhancements License/permissions: License: Any Permissions: Client portal access on a mobile device Description: push notifications are now available in the client portal mo

July 2019

Published July 4th, 2021 by Avery Simmons

Release Notes July 2019 These release notes are meant to give an overview of new features and/or enhancements launched in the month of July. What's New for Canopy Custom Fields in the Contact Import Description: Custom fields have been incorporated into the contact import process. Select already existing custom fields or create a new one when mappin

September 2018

Published July 4th, 2021 by Avery Simmons

These release notes are meant to give an overview of new features and/or enhancements launched in the month of January. What's New for Canopy Custom Branding License/permissions: Practice Management Admin Description: Custom Branding is a new license available for purchase. Custom Branding allows admin users to customize their client portal domain (

September 2020

Published July 4th, 2021 by Avery Simmons

Release Notes September 2020 These release notes are meant to give an overview of new features and/or enhancements launched in the month of September. What's New for Tax Resolution eSign on Notices Description: Canopy users can now send eSign requests for all docx files associated with a notice. Learn more: Sending an eSign Request for a Notice fi

December 2020

Published July 4th, 2021 by Avery Simmons

Release Notes December 2020 These release notes are meant to give an overview of new features and/or enhancements launched in the month of December. What's New for Canopy Product License Self Service Description: Canopy users can now purchase additional licenses and contacts from directly within their Account Management settings. Users are no longer

June 2020

Published July 4th, 2021 by Avery Simmons

Release Notes June 2020 These release notes are meant to give an overview of new features and/or enhancements launched in the month of June. What's new for Practice Management Duration Calculator Toggle Description: Practitioners can now toggle how time appears in the time entry modal. When Duration is selected, the time entry modal will display the

Add a time entry to a Task

Published June 30th, 2021 by Avery Simmons

Canopy allows you to track time towards tasks or subtasks. Once time has been added and saved to a task or subtask, practitioners can easily create invoices from the saved time entries. Tracking time spent on tasks further allows Canopy users to understand their time allocation and productivity. Time can also be added to tasks from the Contact Profi

Email | FAQ

Published July 2nd, 2021 by Avery Simmons

Included below are some of the most frequently asked questions customers have regarding the connection between their email accounts and Canopy. For more information, refer to the Calendar and Email Sync articles. I need help troubleshooting my custom IMAP email connection If you experience difficulties connecting a custom IMAP email server to Canopy

Contacting Canopy Customer Support

Published July 4th, 2021 by Avery Simmons

You can contact Canopy in a variety of ways to answer any questions, learn more about Canopy, or discuss cancellation. Contacting Canopy Support The following are the methods for contacting customer support at Canopy. By Phone Phone support is a premium feature for existing Canopy customers. To find Canopy's support phone number, click on your Profi

June 2021

Published August 10th, 2021 by Avery Simmons

Release Notes for June 2021 These release notes are meant to give an overview of new features and/or enhancements launched in the month of June. What's New for Practice Management Combine Files Description: Files of various formats can now be combined into a single PDF file in Canopy. Files can be merged from anywhere you store your files in Canopy

Scanning a Document on Mobile

Published July 4th, 2021 by Avery Simmons

If you need to upload a physical document to send to your accountant, you can use Canopy's scan-to functionality to transfer the document digitally. To begin, click Add a file on the Files tab. Please note: While the instructions provided here are similar across iOS and Android, the Android process may be slightly different. Follow your phone's on-

Billing | FAQ

Published September 3rd, 2021 by Avery Simmons

This section contains frequently asked questions regarding billing. Do clients have to be in the portal to make payments? In order for a client to make a payment on their own, they will need to be logged-in to the client portal. Additionally, Canopy users may accept payments on their clients' behalf. How long do payments take to be deposited into a

Managing Tasks

Published July 2nd, 2021 by Avery Simmons

The Canopy mobile app allows users to view, change the status, and add a note or file to a previously created task. To get started, navigate to a relevant client's contact profile. 1. Tap Tasks to view all tasks associated with the client. Alternatively, you can select a Task from the Mobile Dashboard and proceed to step 3. 2. Tap on a Task to view

Complete an eSign request in the Client Portal

Published July 4th, 2021 by Avery Simmons

Your account may send you a request to securely sign documents electronically. You can add your signature to documents in the Client Portal by utilizing Canopy's eSign feature. eSign Requests will appear on your To-do list in the Client Portal and are represented by a pen signing icon. To get started, log in to your Client Portal . 1. Navigate to yo

Mark connections as inactive contacts

Published July 4th, 2021 by Avery Simmons

Marking a Connection as Inactive Once a connection has been added to a primary contact, you can edit the contact to ensure that they are marked as an inactive contact. To get started, navigate to the contact profile of a primary contact in Canopy. Primary contacts are those you wish to add a connection to. Inactive Contact Permissions Please note, s

Create a Notice

Published July 1st, 2021 by Avery Simmons

Adding a new Notice in Canopy is simple. Notices can be added by using the global add icon in Canopy. Delete In-App Guide: You can follow an in-app guide to Create a Notice by clicking here . Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work Adding a Notice from the Global Add Button You can add a notice for any contact in

Switching between accounting firms on Mobile

Published July 4th, 2021 by Avery Simmons

You may wish to work with a new accountant who also uses Canopy. When switching between accounting firms who use Canopy, you are able to retain the same login information for the client portal. As long as your previous accountant has not revoked access to the client portal, you will be able to access all of your documents from the previous firm as w

Create a Task from the Client Record

Published July 2nd, 2021 by Avery Simmons

Practitioners can create tasks for specific clients from a client's Clint Record on Canopy Mobile. You can also Create a Task from the Mobile Dashboard.‍ To get started, navigate to a client's Client Record for whom the task will be created. 1. Tap on the Global add button. 2. Tap Task. 3. As needed, tap Apply Template to select a task template to

Create a Power of Attorney Form

Published July 4th, 2021 by Avery Simmons

In order to pull a transcript in Canopy, you will need to have already filled out a Power of Attorney form. This article will outline the steps you can take to fill out and download or print this form in Canopy. In order to create a Power of Attorney form, you must first have created an engagement. For more information, refer to the Create an Engage

Switching Firm Accounts on Mobile

Published July 2nd, 2021 by Avery Simmons

Consultants and practitioners who are members of multiple firms that use Canopy can use the same login information to access Canopy at each firm. Once logged in to the mobile app, practitioners can easily switch between firms in the app settings. To get started, log in to a relevant account on the Canopy Mobile practitioner app. 1. Tap the Settings

View Collections Analytics

Published July 1st, 2021 by Avery Simmons

In order to view an accurate amount of federal taxes owed, the client survey must be complete. License/permissions: License: Tax Resolution Permissions: Access to the specific Contact Profile 1. Click Tasks on the global navigation bar. 2. Click Engagements on the slide-in menu. 3. Click on an engagement name. 4. Select Collections in the Work co

Upload Files with the Desktop Assistant

Published June 30th, 2021 by Avery Simmons

Once you have successfully installed the desktop assistant onto your computer, you will be able to upload files and documents directly into your Canopy account by printing to the desktop assistant. To get started, pull up the file you wish to print to Canopy. 1. Click the Print icon. 2. Select the Canopy printer driver as the Destination. Note that

Complete an eSign request on Mobile

Published July 4th, 2021 by Avery Simmons

Your tax professional may send you a document that requires signing. You can electronically sign a document from your mobile device by using the client portal application. To get started, log into the Client Portal mobile application . 1. Navigate to the To-Do tab. 2. Choose an applicable eSign request. 3. Click View and sign. 4. Tap the Edit pencil

Use Notice Templates

Published July 2nd, 2021 by Avery Simmons

Notice templates allow Canopy users to use pre-made templates to send notices to clients. These templates are meant to help streamline your workflow and erase the tedium of completing multiple, routine tasks for each notice you need to send out. To get started with notice templates, click on Templates on the global navigation bar. 1. Choose Notice f

September 2021

Published October 8th, 2021 by Avery Simmons

Release Notes for September2021 These release notes are meant to give an overview of new features and/or enhancements launched in the month of September. What's New for Practice Management Dates on the Task List Description: We've released a small enhancement to the task list that promises to have big returns. You can now add dates to tasks while on

Managing Client Requests

Published July 2nd, 2021 by Avery Simmons

Client requests can be made for a specific contact from within the mobile app. To get started, navigate to a relevant client's Contact Profile. 1. Tap on the Global Add Button. 2. Tap Request. 3. As needed, tap Apply Template to select a task template to use. Tap the Template you wish to use. To change your applied template, tap Change. 4. Input an

Make a payment on Mobile

Published July 4th, 2021 by Avery Simmons

The billing tab in the Canopy Client Mobile App allows users to view an outstanding balance, manage current and archived invoices, view their payment history, and make a payment towards their balance. To get started, navigate to the Billing tab in the Client Portal app. 1. View all current invoices on the Invoices tab. You can tap an individual Invo

Sort and Filter the Transcripts Dashboard

Published July 1st, 2021 by Avery Simmons

When viewing transcripts from the Transcripts Dashboard, you can sort and filter the transcripts to quickly access a specific transcript. To get started, navigate to the Transcripts Dashboard from the global navigation bar. Roles/permissions: Roles: Any Permissions: Transcripts 1. To sort or filter by contact name, click the Contact column header. I

April 2021

Published July 4th, 2021 by Avery Simmons

Release Notes for April 2021 These release notes are meant to give an overview of new features and/or enhancements launched in the month of April. What's New for Practice Management Create Contacts from the Global Inbox Description: Users can now create contacts straight from their email. The global inbox provides a streamlined process for onboardin

Tracking time in mobile

Published July 2nd, 2021 by Avery Simmons

Starting a timer Timers can be started and saved within the mobile app. In order to use a timer on mobile, you must first navigate to a relevant contact. To get started, select a relevant contact from the contact list. Please Note: Timers that are started in the mobile app will adhere to your duration calculator settings. However, timers in mobile d

Navigating Billing in Canopy Mobile

Published July 2nd, 2021 by Avery Simmons

Within the Canopy mobile practitioner app, you can now view outstanding invoices, view a client's outstanding balance, re-send an invoice, and see whether a client has viewed an invoice. To get started, navigate to a relevant client in the mobile app. Permissions: Billing 1. Tap on the Billing tab of a Contact's Details. The client's outstanding ba

December 2019

Published July 4th, 2021 by Avery Simmons

Release Notes December 2019 These release notes are meant to give an overview of new features and/or enhancements launched in the month of December. What's New for Practice Management Recurring Payments Description: You can now add recurring payments to your recurring invoices. This can be done when creating a recurring invoice, or in the payments s

March 2021

Published July 4th, 2021 by Avery Simmons

Release Notes for March 2021 These release notes are meant to give an overview of new features and/or enhancements launched in the month of March. What's New for Practice Management Priority Tasks Description: You can now mark and sort tasks by priority level. Tasks can be marked as High, Medium, or Low priority. This update also brings in-line edit

Set Up the Transcripts Integration

Published July 1st, 2021 by Avery Simmons

Canopy can be connected to the IRS through Canopy's unique API. Once connected, you will be able to quickly and easily pull transcripts without needing to log in again, or complete any additional steps. To get started, navigate to your Settings in Canopy. For information on how to pull transcripts in Canopy, please refer to the Pull a Client Transcr

Edit a File using the Desktop Assistant

Published June 30th, 2021 by Avery Simmons

Canopy's desktop assistant allows you to edit files in Canopy using whichever native editing applications you have on your computer. When you choose a file to edit in Canopy, the desktop assistant will open the file in the designated application on your computer. Make any needed edits and save your file. The desktop assistant will automatically upda

Logging in

Published July 4th, 2021 by Avery Simmons

Your practitioner will send you an invite via email to the Client Portal. Upon receiving this email, you will be able to log into the Client Portal. After creating your account, you can log into the Client Portal at any time by navigating to the Client Portal URL. Logging in for the First Time In order to log in to the Client Portal for the first ti

Notices Glossary

Published July 2nd, 2021 by Avery Simmons

Below are the Federal and State Notices currently offered by Canopy. If needed, you can use a keyboard shortcut to search for a specific notice. PC users can click Ctrl+F (Command+F for Mac users). Federal Notices Notice Number Notice Name Description CP080 Notice CP80 The IRS credited payments and/or other credits to your client's tax acc

Saving payment information

Published July 4th, 2021 by Avery Simmons

You can add your bank or credit card to your profile for easy access in the future. To get started, click on your name in the bottom-left corner of the client portal. 1. Choose Payment settings from the popout menu. 2. Click the Add bank account or the Add credit card button, as necessary. 3. Complete the credit card or bank account information scr

Logging in to Canopy mobile

Published July 2nd, 2021 by Avery Simmons

Canopy's mobile app enables you to view contacts and files from your preferred mobile device. Logging into this app for the first time will require some extra verifications in order to confirm your identity. After the initial login, you will be able to set a pin code or certain biometric identifiers to make logging in more efficient. Canopy Mobile

Canopy Payments: Dues & Assessments | FAQ

Published July 2nd, 2021 by Avery Simmons

This section contains frequently asked questions about dues and assessment fees charged associated with your Canopy Payments account. What are dues and assessments? Dues and assessments are fees which are charged directly by the card brands (Visa, Master Card, Discover, etc.) on all credit & debit card transactions. These fees are non-negotiable

Supported Browsers | FAQ

Published July 2nd, 2021 by Avery Simmons

Here is a list of points to keep in mind regarding system requirements for Canopy. What internet browsers are supported by Canopy? Google Chrome Canopy will function on the latest 7 versions of Chrome Firefox Canopy will function on the latest 5 versions of Firefox. Microsoft Edge Canopy will function on the latest 3 versions of Edge. Safari Canopy

Navigating mobile settings

Published July 2nd, 2021 by Avery Simmons

In order to manage the settings of Canopy Mobile, be sure you have paired your Canopy account with your preferred mobile device. Updating User Settings Update settings such as Biometric ID and Passcode. To get started, login to the Canopy Mobile app. 1. Tap the Settings icon. 2. Tap Update Passcode. Enter the updated 4 digit passcode. Verify the n

Getting to know the Canopy Dashboard

Published July 4th, 2021 by Avery Simmons

The Canopy Dashboard is the first screen to load in Canopy upon login of any practice management user. Utilizing the Canopy Dashboard Basic users, as well as admins, will be able to view the Overview Dashboard upon logging in to Canopy. 1. Click any events listed on the left side of the screen. The Event Details window will open. For more informatio

Upload a Folder to Canopy

Published July 1st, 2021 by Avery Simmons

Upload an entire folder to Canopy with ease. You can upload a folder to a contact’s folder in Canopy, the Internal Files screen, or the My Files screen. In order to upload a folder to Canopy, you will need to first compress the folder in your computer by creating a zip file. To get started uploading, click Files on the global navigation bar. 1. Sele

Purchase Collections Cases

Published July 1st, 2021 by Avery Simmons

You can view your Collections Case balance and purchase more collections cases on your Account Management Settings. If you have not had Collections activated on your account, please contact Canopy's support team. To get started, click on your profile in the global navigation bar. Roles/permissions: Roles: Admin Permissions: Account Management 1. Cho

Manage Notices from the Tasks List

Published July 1st, 2021 by Avery Simmons

Notices are now displayed on the Tasks Dashboard. All of the information associated with a notice in created in Canopy can be viewed from the tasks dashboard. From this dashboard, you can update the status of a notice, view the notice’s progress, and archive notices. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work; Change Wo

July 2021

Published August 10th, 2021 by Avery Simmons

July 2021 Release Notes for July 2021 These release notes are meant to give an overview of new features and/or enhancements launched in the month of July. What's New for Practice Management Budgeted Time on Tasks Description: When creating tasks or task templates, users can now input a Time Budget for the task, to give team members insight into h

Logging in to different firms

Published July 4th, 2021 by Avery Simmons

Canopy users are able to use the same email account to log in to multiple firms. Typically, this would be done by consultants or practitioners who have moved from one firm to another. Once logged in, users with multi-tenant access are able to quickly and easily switch between firms. To get started, navigate to the Canopy login page. Selecting a Fir

View your payment history

Published July 4th, 2021 by Avery Simmons

You can view your payment history on the billing tab of the Client Portal. To get started, log into your client portal. 1. Click Billing on the navigation column. Note: if your practitioner is not enrolled in Canopy Payments, this tab is for viewing invoices and payment history only. 2. Click Payment history. 3. Click on a Payment to view its recei

Setting Up your Canopy Account

Published July 4th, 2021 by Avery Simmons

Entering your personal Canopy account information is the only required step in the First Login setup experience. This step applies to any license and involves creating a password for your Canopy account. To get started, click the link provided to you in your welcome email from Canopy. Roles/Permissions: Roles: Admin Permissions: Company Information;

Transcripts | FAQ

Published September 3rd, 2021 by Avery Simmons

Transcripts | FAQ This is a list of our most frequently asked questions and error messages regarding Transcripts in Canopy. How do I pull a transcript? Refer to the Pulling a Client Transcript for more information on pulling a transcript. How will I know if the IRS is not allowing transcript pulls? In the event of an IRS outage, Canopy will displ

Restore Archived Contacts

Published September 13th, 2021 by Avery Simmons

At times, contacts may be mistakenly archived and stop showing on your contact list. In addition, some users may want to archive and unarchive contacts according to certain schedules. Contacts can be easily restored to the contact list at any time in Canopy. To get started, navigate your Contact List. Roles/permissions: Roles: Any Permissions: Archi

Tasks | FAQ

Published September 3rd, 2021 by Avery Simmons

Tasks are the main feature for creating and tracking workflow. What is the difference between a task and engagement? A task is a great way to schedule and assign work that needs to be done and keep track of it going forward. An engagement is designed for doing the work that is scheduled, i.e. Offer in Compromise, Tax Preparation, Bookkeeping, etc. H

Pricing | FAQ

Published July 2nd, 2021 by Avery Simmons

Here is a list of points to keep in mind regarding Canopy pricing. What features are included? Features included in the free basic package of Canopy are: Up to 20 Contacts Customized Client portal Files, including the option to download the Desktop Assistant Tasks Client Requests Billing and invoicing Letter generator E-Signature Client Organizer Em

Contacts | FAQ

Published July 2nd, 2021 by Avery Simmons

Can Contacts be switched from individual to business or business to individual? Not at at this time. The contact would need to be recreated. Can duplicate contacts be merged? If the contact was manually entered twice creating the duplicate, the duplicate will need to be deleted manually. If you find that duplicate contacts have information stor

Using Contact Import Templates

Published July 4th, 2021 by Avery Simmons

Importing contacts into Canopy requires using a csv file with specific headings. Use the templates attached to this article to make sure your csv file has all the correct headings and details. This will make for a seamless import process. Please note that while any user can access previously created contact import templates, only the creator or adm

Navigating the Client Portal

Published July 4th, 2021 by Avery Simmons

The client portal allows you to communicate securely with your accountant. To get started, login to your custom portal provided in your invitation email. After logging in, you will be taken to the home screen of the client portal. The home tab allows quick access to some of your most often used functions and provides a quick snapshot of current task

Add a Contact

Published July 4th, 2021 by Avery Simmons

Adding a contact is a simple process for both individuals and businesses. To get started, click the Global Add Button in Canopy. Roles/permissions: Roles: Any Permissions: Create and Edit Contacts 1. Click Add Contact. 2. Indicate whether this new contact is an Individual or a Business. Some contact fields will differ after selecting Business. 3. E

Editing a task

Published July 2nd, 2021 by Avery Simmons

Canopy users can edit tasks in the mobile app from either the Client Record, or the Mobile Dashboard. Edit a Task from the Client Record To get started, navigate to a relevant client's Client Record in the practitioner app. 1. Tap on the Tasks tab. 2. Tap on a relevant Task. 3. Tap on the Options menu. 4. Choose Edit task. 5. Edit any necessary in

Make a payment

Published July 4th, 2021 by Avery Simmons

You can pay any outstanding invoices to your accountant through the client portal. When an invoice is sent to you, it will be visible in the Billing section of your client portal. If your accountant has enrolled in Canopy Payments, you will be able to make full or partial payments on any invoice from directly within the client portal. If your accoun

Managing Contacts

Published July 2nd, 2021 by Avery Simmons

In order to manage your contacts from Canopy Mobile, be sure you have paired your Canopy account with your preferred mobile device. Info You must have access to a contact in order to manage it. Searching Contacts The mobile app opens to your All Contacts list after login. You will be able to search your contacts and view contact details. 1. If need

Connect a Yahoo email account

Published July 1st, 2021 by Avery Simmons

Currently, Yahoo Mail API/IMAP service recommends third-party applications like Canopy to use their OAuth-2.0 authentication flow to access a Yahoo Mail account. Unlike other email providers, like Gmail and Outlook 365 who make their OAuth-2.0 authentication flow public, Yahoo has an internal review process it must perform before it allows third-par

Manage Roles and Permissions

Published June 30th, 2021 by Avery Simmons

All Canopy users have access to six (6) preset roles with preset permissions that can be applied to team members. Canopy's pro users are able to create and tune their own roles with custom permissions to fit their specific needs. Roles/Permissions: Roles: Admin Permissions: Roles and Permissions Viewing Canopy's Default Roles Canopy has a selection

Remove Team Members from Canopy

Published July 2nd, 2021 by Avery Simmons

Deleting or deactivating a team member's access to Canopy takes place on the Team Members screen in the Settings menu. In order to view the Team Members screen, you will need admin access to Canopy. For more information on admin permissions, refer to the Team Member Permissions article. Roles/permissions: Role: Admin Permissions: Team Members Deleti

Complete a client organizer

Published July 4th, 2021 by Avery Simmons

If you are filing taxes with your practitioner, you may receive a special survey called an Organizer. Organizers are visible on your To-do list and are indicated by a paper and pencil icon. You will also receive an email from your accountant to begin filling out the Organizer within the client portal when they send it to you. To get started, log in

November 2020

Published July 4th, 2021 by Avery Simmons

Release Notes November 2020 These release notes are meant to give an overview of new features and/or enhancements launched in the month of November. What's New for Practice Management Activity Log Description: Admin users can track all updates made by their team members to files and tasks in Canopy. The activity log also provides quick access to the

Create New Tags

Published August 25th, 2021 by Avery Simmons

Tags are a way for you to label and organize your contacts. Once you've applied a tag to your contacts, you can quickly filter and view all contacts with the same tag. Our best practice recommendation is to create all of your tags in Canopy before importing your contacts. You can create as many tags as you need. To get started, click on your profile

Activate a Collections Case

Published July 1st, 2021 by Avery Simmons

Collections cases must be activated in order to be completed. Once activated, a collections case will count against your case allotment. You can purchase additional collections cases at any time in your Account Management settings. To activate a collections case, first navigate to the Engagement Workspace of a relevant collections case Engagement in

Export contacts from Canopy

Published July 4th, 2021 by Avery Simmons

You can export your Canopy contacts to a CSV file for use elsewhere. To get started, navigate to the Contact list in Canopy. Permissions: Export Contacts 1. Click on the Options menu. 2. Choose Export Active Contacts from the dropdown menu. Your contacts will be downloaded to a CSV file named CanopyContactsExport.csv.

Add tags to your .CSV

Published August 25th, 2021 by Avery Simmons

We recommend you add tags in Canopy before adding tags to your contact import .CSV file. If you add tags to your .CSV file that are not present in Canopy, the system will simply add them to your list of tags. To get started, open your contact import file on your computer. Permissions: Permissions: Tags 1. Make sure your .CSV file includes a Tags col

Customize Roles and Permissions

Published June 30th, 2021 by Avery Simmons

Users who have purchased Canopy's Professional features can create custom roles with customized permissions to seamlessly accommodate their needs. By default, only Admin users are allowed to create custom roles and permissions to start. Roles/Permissions: Roles: Admin Permissions: Roles and Permissions Creating a Custom Role 1. Navigate to your Set

Send a Client Request from the Mobile Dashboard

Published October 1st, 2021 by Avery Simmons

Client Requests can also be sent from the dashboard tab on Mobile. To get started, log in to the mobile app. 1. Select the Dashboard tab. The dashboard tab opens by default when you log in. 2. Tap the Global Add Button. 3. Tap Request to open the Add Client Request card. 4. Input a Request Title. 5. Select a Client to send the request to. 6. Tap App

Run a Timer

Published June 30th, 2021 by Avery Simmons

Start a timer from anywhere in Canopy without disruption to your other work. When you’re ready, you can choose to pause, discard, or save the time entry. Time entries can be viewed and managed from the Time Entries dashboard. Note the timer will not record time past midnight of the same day the timer was started. You will be prompted to either disca

Upload a File to a Notice

Published July 2nd, 2021 by Avery Simmons

Upload any applicable files to a notice workspace by utilizing this simple upload process. To get started, click on a Contact in Canopy. Roles/permissions: Roles: Any Permissions: Create, Edit, and Assign Work 1. Click Tasks in the contact profile. 2. Click on the applicable notice. 3. Click the + icon in the Files box on the right. You can choose t

Use the Activity Log

Published June 30th, 2021 by Avery Simmons

The activity log allows admin users to see track and view actions performed in Canopy. Users can only see actions related to licenses they have purchased. Activity Log entries allow for users to quickly view, edit, and access different activities undertaken in Canopy. To get started, click on your profile on the global navigation bar. Please note: T

July 2018

Published July 4th, 2021 by Avery Simmons

These release notes are meant to give an overview of new features and/or enhancements launched in the month of January. What's New for Canopy Contact Import Update License/permissions: Any license except transcripts-only licenses Admin Description: When admin users start the contact import process, they will be taken through two new initial steps. T

Two Factor Authentication (2FA) in Canopy

Published September 10th, 2021 by Avery Simmons

Two factor authentication (2FA) helps tax practitioners who want to reduce the risk of their account being maliciously compromised. When enabled, 2FA provides a second layer of security to make it more difficult for unauthorized users to gain access to the account. Canopy offers support for two-factor email authentication. When 2FA is enabled, Canop

Set a Calendar Time Zone

Published July 1st, 2021 by Avery Simmons

Ensure your calendar is operating in the correct Time Zone so no appointments are missed and your schedule is running correctly. To get started, click on your profile on the global navigation bar. 1. Click Settings. 2. Update the Time Zone field. This field will determine the time zone in which all of your calendar events are scheduled. If the time

Upload a File to Canopy

Published July 1st, 2021 by Avery Simmons

Files can be uploaded to three different areas in Canopy. This guide will show you how to upload files to Contact Files, Internal Files, and My Files. Each location has its own use in Canopy. Delete Compatibility: File Type: bmp .csv .doc .docx .emf .eml .htm .html .jp2 .jpeg .jpg .msg .ods .odt .png .ppt .pptx .rtf .tif .tiff .txt .xls .xlsm .xlsx

Contact Canopy Customer Support

Published July 2nd, 2021 by Avery Simmons

The following are the methods for contacting customer support at Canopy. By Phone Phone support is a premium feature for existing Canopy customers. If you already have a Canopy account, check the Support Center in your app. By Chat Canopy Support is available via chat from 7am - 6pm MST on weekdays and will typically respond within a few minutes. 1.

Add Forms to an Engagement

Published July 1st, 2021 by Avery Simmons

The Forms section in Canopy provides editable versions of IRS forms that can be printed and downloaded. Source forms will auto-populate with information from the client survey but remain editable. To locate necessary forms, first navigate to a client's profile, then click on the Engagements tab. Roles/permissions: Roles: Any Permissions: Engagement

May 2019

Published July 4th, 2021 by Avery Simmons

Release Notes May 2019 These release notes are meant to give a quick overview to new features and/or enhancements launched in the month of May. What's New for Canopy Tax Preparation Description: Tax Prep is now available to use free of charge for 2018 individual tax returns. Tax Prep integrates seamlessly with the rest of the Canopy suite, providing

File Migration with the Desktop Assistant

Published June 30th, 2021 by Avery Simmons

Uploading Files with File Migration The File Migration tool is an enhancement of the Canopy Desktop Assistant that allows for users to easily transfer entire file structures from their PC to Canopy Files. To use the Desktop Assistant, you will need to use a Windows OS computer. To get started, open the Desktop Assistant by clicking the Tray Icon in

March 2019

Published July 4th, 2021 by Avery Simmons

Release Notes March 2019 These release notes are meant to give a quick overview to new features and/or enhancements launched in the month of March. Canopy Mobile Beta Description: Canopy's Mobile Beta Release includes: Secure authentication into Canopy Manage all contacts Search for contacts and filter results View all client files, internal files a

Move Files to a Connection

Published July 1st, 2021 by Avery Simmons

Files can be moved to from a client's account to one of the connected contacts. For information on how to add a connection to a contact, please refer to the Add a Connection to a Contact‍ article. To get started, navigate to a Contact Profile of the person whose files you want to move. 1. Click on the Files tab in the Contact Profile. 2. Right cli

Apply a Task Template

Published July 1st, 2021 by Avery Simmons

Once you have saved a task template, you can utilize the template from the Create a Task window. To get started, click on the global add icon on the global navigation bar. Roles/permissions: Roles: Any Permissions: Staff; Task Templates 1. Choose Task from the slide-in menu. 2. Click Template in the Create Task modal. 3. If needed, search for the ta

Create Task Templates

Published July 1st, 2021 by Avery Simmons

You can create and save task templates from your Account Settings. Please note that while any user can access previously created Task templates, only the creator or admin users can edit existing templates. To get started, click Templates on the global navigation bar. License/permissions: Roles: Admin Permissions: Staff; Task Templates 1. Click Cre

Notices | FAQ

Published July 2nd, 2021 by Avery Simmons

This is a list of our most frequently asked questions regarding Notices in Canopy. What is a Notice? The IRS sends notices and letters for the following reasons: A balance is due. You are due a larger or smaller refund. The IRS has a question about your tax return. The IRS needs to verify your identity. The IRS needs additional information. The IRS

Getting to know the Time Entries Dashboard

Published June 30th, 2021 by Avery Simmons

The Time Entries dashboard displays your timers and provides a streamlined process for saving and billing time entries. Basic users can view their own saved time entries. Admins can access time entries saved by all team members. To get started, click Time on the global navigation bar. 1. Choose Time Entries on the slide-in menu. If there are no tim

Turn off Inbox Notifications

Published September 10th, 2021 by Avery Simmons

Canopy's global inbox will automatically update the notification count on your global navigation bar. This setting can be turned off in your Email and Calendar Settings. To get started, navigate to your Settings in Canopy. 1. Click Email and Calendar. 2. Click on the Inbox notification badge toggle. If the toggle is green, inbox notifications will

Customize your Domain Name

Published June 30th, 2021 by Avery Simmons

Admin users can customize the domain name for your practice's client portal. Customizing the domain name for your client portal site will display [your domain].clientportal.com, letting your clients know they are accessing your customized site. To get started, click on your profile on the global navigation bar. Roles/permissions: Roles: Admin Permis

Review Transcripts Reports

Published July 1st, 2021 by Avery Simmons

The Reports view allows you to quickly look at the information contained in transcripts through a series of easy-to-read reports. This process can only be completed after pulling a client’s transcript. For more information on pulling a transcript, refer to the Pull a Client Transcript article. Roles/permissions: Roles: Any Permissions: Transcripts 1

June 2019

Published July 4th, 2021 by Avery Simmons

Release Notes June 2019 These release notes are meant to give an overview to new features and/or enhancements launched in the month of June. What's New for Canopy Improved Contact Import Description: Dropdown mapping and a simple, smooth flow provides an easy experience of importing contacts from .csv files into Canopy. Learn More: Importing Contact

May 2020

Published July 4th, 2021 by Avery Simmons

Release Notes May 2020 These release notes are meant to give an overview of new features and/or enhancements launched in the month of May. What's new for Canopy New User Interface Description: Canopy released a new user interface design. The change includes updated fonts, colors, and a left-oriented global navigation bar. To learn more about why we

August 2018

Published July 4th, 2021 by Avery Simmons

These release notes are meant to give an overview of new features and/or enhancements launched in the month of January. What's New for Practice Management Canopy Dashboard Enhancements License/permissions: Practice Management For the Overview dashboard: Basic For the Admin dashboard: Admin Description: For basic users Your daily agenda, based on eve

Print and Download a File

Published July 4th, 2021 by Avery Simmons

The Client Portal allows you to download any files uploaded by you or your practitioner quickly and easily. To get started, log in to the Client Portal . 1. Click the Files tab on the global navigation column. 2. Click on the file you wish to download. The file will open in the file previewer. 3. Click on the Download icon to download the file. 4. C

Managing Connections

Published July 2nd, 2021 by Avery Simmons

Adding a Connection You can add and edit client connections from within the Canopy Mobile application. To get started, navigate to the contact whose connections you wish to manage. Info You must have access to the primary contact in order to manage that contact's connections. 1. Tap the options menu in the top right corner. 2. Choose Add a connectio

Install the Desktop Assistant

Published June 30th, 2021 by Avery Simmons

The Desktop Assistant enables you to select files from your computer and send them to a contact’s folder in Canopy without navigating back and forth between your local files and your Canopy account. With the Desktop Assistant, you can also edit files in Canopy using your preferred application on your computer and have the file automatically re-uploa

Add a new Custom Field

Published June 30th, 2021 by Avery Simmons

Custom Fields help admins add information about their contacts for marketing, sales, and service processes. Admins can add any custom fields they wish to include information about a contact not covered by the fields already loaded into Canopy. Roles/permissions: Roles: Admin Permissions: Custom Fields 1. Click on your profile on the global navigatio

Setup your Desktop Assistant Scanner

Published June 30th, 2021 by Avery Simmons

The desktop assistant supports scanning documents directly into Canopy. The process outlined here relates to the Fujitsu Scansnap xI1500 scanner. Depending on your scanner, the software installation process may be different. To get started, navigate to your scanner's software website. 1. Select your scanner model and operating system to download the

Manage the Mobile Dashboard

Published October 4th, 2021 by Avery Simmons

The Mobile Dashboard is your hub for managing all of your tasks, subtasks, and client requests on-the-go. 1. Tap on the Tasks dropdown in the top-left corner to change task views. You can choose to show All tasks or Active tasks. Selecting Active tasks will hide all completed and archived tasks from the mobile dashboard. All of your saved Filter Gro

Set a Calendar Time Zone

Published July 4th, 2021 by Avery Simmons

Ensure your calendar is operating in the correct Time Zone so no appointments are missed and your schedule is running correctly. To get started, click on your profile on the global navigation bar. 1. Click Settings. 2. Update the Time Zone field. This field will determine the time zone in which all of your calendar events are scheduled. If the time

Scan to Canopy with the Desktop Assistant

Published September 2nd, 2021 by Avery Simmons

Scan to the Desktop Assistant To scan to the desktop assistant, you must first configure your scanner software to work with Canopy. Once configured, ensure that the scanner is connected to your computer. The process outlined here relates specifically to the Fujitsu ScanSnap xI1500 scanner. Your process may differ depending on your scanner. 1. Select

October 2020

Published July 4th, 2021 by Avery Simmons

Release Notes October 2020 These release notes are meant to give an overview of new features and/or enhancements launched in the month of October. What's New for Practice Management Billable Time Entries Description: Time Entries can now be marked as Billable when associated with a contact. In addition, the Saved Time dashboard will now display a Bi

Understanding the Free Version of Canopy

Published July 4th, 2021 by Avery Simmons

The free version of Canopy is a powerful Practice Management platform that affords many useful features to your tax practice. However, there are a few key features and limitations to consider. With the free version of Canopy, you get access to: All Standard Client Management features except for Canopy payments (can't process credit/debit/ACH paymen

Uploading a file

Published July 4th, 2021 by Avery Simmons

The Client Portal allows you to upload files from your computer to Canopy so that they can be easily accessed by you and your practitioner. To get started, log in to the Client Portal . 1. Click the Files tab. 2. Click Add a File. 3. Select the file on your computer you wish to upload. The uploaded file will appear on the Files screen.

May 2021

Published July 4th, 2021 by Avery Simmons

Release Notes for May 2021 These release notes are meant to give an overview of new features and/or enhancements launched in the month of May. What's New for Practice Management Collapsible Subtasks on the Task List Description: Previously behind a toggle, we have now pushed this feature live to all users. The Tasks List has been cleaned up to allo

Invite Clients to the Client Portal

Published July 4th, 2021 by Avery Simmons

Inviting a client to Canopy enables your client to share files, complete the client survey, pay invoices, and more. Bulk client invites can be sent using the Client Portal manager. Individual invites can be sent in a variety of circumstances but utilize the same Client Portal pop up window. Using the Client Portal Manager The Client Portal Manager a

Create a Billing Credit

Published October 6th, 2021 by Avery Simmons

Before a billing credit can be added to an invoice, you must create the credit on the credits dashboard. Canopy's Credits feature allows you to credit a client's account. Typically, this feature is used when you wish to run a promotional offer of some sort. To get started, click Billing on the global navigation bar. 1. Choose Credits from the slid

Review Transcripts Documents

Published July 1st, 2021 by Avery Simmons

Transcripts can only be reviewed after they have been pulled. To learn more about pulling a transcript, refer to the Pull a Client Transcript‍ article. To get started, navigate to a particular transcript in Canopy. Roles/permissions: Roles: Any Permissions: Transcripts 1. Click Files on the global navigation bar. 2. Choose Transcripts from the slide

March 2020

Published July 4th, 2021 by Avery Simmons

What's New for Practice Management eSign Enhancements License/Permissions: License: Any Permissions: Any Description: Newly uploaded files will now allow eSign requests to be made without the need to refresh the page. Previously, pages had to be refreshed in order to make the eSign Request feature available. Find this change: To see this change in a

Create a Report

Published August 17th, 2021 by Avery Simmons

Billing reports are designed to show you a summary of aged receivables as well as details. To get started reviewing these reports, click Billing on the global navigation bar. Roles/Permissions: Roles: Admin Permissions: Reports 1. Choose Reports from the slide-in menu. 2. Select a relevant report. Report options are as follows: Report type: Permis

Complete a client request

Published July 4th, 2021 by Avery Simmons

Any client requests sent by your accountant can be completed from within the Client Portal. Client requests are often sent so that you can upload documents or provide quick information for your accountant. All client requests will show up on your To-do list and are indicated by a clipboard icon. To get started completing a client request, log in to

Manage Marketing Sources

Published June 30th, 2021 by Avery Simmons

Marketing sources help you determine what marketing avenues are bringing clients to your firm. This section will help you add marketing sources to your account settings in Canopy, assign a marketing source to a contact, and view a report of any client referrals logged in the system. To get started, click on your Profile on the global navigation bar.

Import Contacts to Canopy

Published July 4th, 2021 by Avery Simmons

If you are a Canopy subscriber, be sure to attend your Implementation appointment with our team. This appointment will guide you through the contact import process and answer any questions. Free trial customers are welcome to export a .CSV file from their previously utilized software and then upload it to Canopy. Importing clients to canopy involves

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